War with Iran ?

After an attack on Saudi Arabia’s oil infrastructure, the Trump administration again supports the Saudi position and not only blames Iran but appears to be ready to go to war. Interestingly enough, world oil markets do not seem especially concerned and have gone back to normal.

Stuck Between China and the U.S.

This summer I spent a few days in Singapore and Manila meeting with executives, former students, and some diplomats speaking about geo-politics and the link to business. Not surprisingly the biggest geo-political concern facing the people I met in both places was China and the complex relationship between China and the United States.